-10.9%
VEL vs VOO
+14.7%
-25.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +5.7% |
| 7D | +7.6% | -0.7% | +8.3% | +7.8% |
| 30D | +14.5% | -1.1% | +15.5% | +14.8% |
| 3M | -6.0% | -0.3% | -5.7% | -6.0% |
| 6M | -12.4% | +7.4% | -19.8% | -14.6% |
| YTD | -19.3% | +13.4% | -32.7% | -22.6% |
| 1Y | -10.9% | +14.8% | -25.7% | -14.7% |
| All | -10.9% | +14.7% | -25.6% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling